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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,954 | $69,012-68.2% | $160,037-86.3% | $68,490-67.9% |
| Participation rate | 36.1% | 65.4%-29.3pp | 78.0%-41.9pp | 67.9%-31.8pp |
| Annual return | -19.68% | -9.65%-10.0pp | 408.95%-428.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,045 | $2,212-52.8% | $4,226-75.3% | $2,597-59.8% |
| Participant deferral / active EE | $1,979 | $4,212-53.0% | $6,184-68.0% | $4,028-50.9% |
| Admin fee / account holder | $641 | $4,798-86.6% | $8,716-92.7% | $5,403-88.1% |